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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,746 hedge funds and large institutions have $28.3B invested in Health Care Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 610 increasing their positions, 657 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,746
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
23.24%
Holding in Top 10
84
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-25.66%
% of All Funds
1.12%
New
230
Increased
610
Reduced
657
Closed
175
Calls
$2.05B
Puts
$2.77B
Net Calls
-$726M
Net Calls Change
-$40.7M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$472M
2
QIM
Quantitative Investment Management
Virginia
+$119M
3
Two Sigma Investments
Two Sigma Investments
New York
+$118M
4
CM
Cercano Management
Washington
+$80.4M
5
Millennium Management
Millennium Management
New York
+$71.3M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$448M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$357M
3
Bessemer Group
Bessemer Group
New Jersey
-$223M
4
Wells Fargo
Wells Fargo
California
-$159M
5
Morgan Stanley
Morgan Stanley
New York
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
CKAIS
1351
Christensen King & Associates Investment Services
Washington
$268K – – –
EFG
1352
Ethos Financial Group
Pennsylvania
$266K +$3.71K +27 +1%
T
1353
Tableaux
Massachusetts
$265K +$265K +1,927 New
B
1354
Bensler
Washington
$264K -$56.4K -410 -18%
DWP
1355
Destiny Wealth Partners
Florida
$263K – – –
DCA
1356
DSG Capital Advisors
Minnesota
$262K +$262K +1,905 New
ACA
1357
Affinity Capital Advisors
California
$262K -$13K -93 -5%
PD
1358
Point72 (DIFC)
United Arab Emirates
$261K +$261K +1,900 New
FCM
1359
Firestone Capital Management
Florida
$261K +$11.6K +84 +5%
GCM
1360
Gallacher Capital Management
Colorado
$261K +$34.7K +252 +15%
CF
1361
Claris Financial
Virginia
$259K +$259K +1,886 New
FLII
1362
First Long Island Investors
New York
$259K – – –
GC
1363
Garde Capital
Washington
$257K – – –
PG
1364
Prostatis Group
Maryland
$257K -$550 -4 -0.2%
TAM
1365
Titleist Asset Management
Texas
$257K +$550 +4 +0.2%
WA
1366
WealthTrust Axiom
Pennsylvania
$256K -$138 -1 -0.1%
KI
1367
Kapitalo Investimentos
Brazil
$256K +$256K +1,863 New
AGP
1368
Autumn Glory Partners
Texas
$255K – – –
DBRC
1369
D.B. Root & Company
Pennsylvania
$254K -$192K -1,394 -43%
CAM
1370
Cozad Asset Management
Illinois
$254K -$71.5K -520 -22%
PCM
1371
Palisade Capital Management
New Jersey
$252K +$252K +1,834 New
PFG
1372
Pinnacle Financial Group
Illinois
$252K +$5.37K +39 +2%
SFS
1373
Symphony Financial Services
Ohio
$252K -$111K -804 -31%
CCG
1374
Coastwise Capital Group
California
$250K +$36.5K +265 +17%
SDWIA
1375
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$250K +$20.6K +150 +9%
53 54
55
56 57